Premier Banker- Berlin CT

About the role

The Premier Banker role is based in Berlin, Connecticut, USA. TD offers competitive compensation and growth opportunities. The base pay range is $25.75 - $38.50 USD per hour. The Premier Banker is responsible for managing and servicing a complex client portfolio of mass affluent clients, ensuring their banking needs are met through proactive outreach and advice-based approaches.

Responsibilities

• Grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice.
• Manage and address clients' banking needs through proactive outreach and needs-based conversations.
• Convert referrals, leads, and outbound prospects into new clients.
• Engage with clients via phone, email, and appointments to discuss financial information and suggest appropriate solutions.
• Escalate banking-related issues and risks when necessary.
• Adhere to relevant policies, procedures, and regulatory requirements.
• Partner with Wealth Financial Advisors for joint pipeline and review meetings.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.
• Understand and adhere to regulations, TD Bank & TD Wealth Policies and Procedures.

Requirements

• High School Diploma or GED (required)
• Bachelor's degree or equivalent experience preferred
• 2+ years financial/banking experience
• Successfully completed the Securities Industry Essentials Exam (SIE)
• Licensed in Life & Health preferred
• Experience with retail and small business banking
• Experience interacting with Mass Affluent and high net worth clients
• Maintain an active NMLS registration status
• Consultative sales experience required

Qualifications

• Understanding and experience with retail and small business banking
• Ability to understand and support the Bank's Customer Service Strategy
• Ability to deliver client end-to-end advice and advocate for clients
• Ability to consider the impact of decisions on the well-being of TD, its clients, and stakeholders
• Ability to work as a single point of contact for clients

Skills

• Proactive outreach and client engagement
• Financial product knowledge and ability to explain solutions
• Effective communication and problem-solving skills
• Ability to manage and deepen client relationships
• Understanding of banking regulations and compliance

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

Base pay range: $25.75 - $38.50 USD per hour.

Schedule

Full-time position with 40 hours per week.